Analytics for Results Management Executives (RME)

Overview

Are you managing your department or organization's OKR program? You can now access the insights you need to accelerate OKR adoption and empower teams with Analytics for Results Management Executives. Improve time to value in your OKR program with access to enterprise-level OKR adoption, distribution, and alignment data.

Analytics Views

Transparency Level and Recency - Use this view to identify which Key Results haven't been updated. View by the business leader (direct report to the senior-most executive in the Org), team (working or functional) and individual users. This is a great way to see where support is needed, outside of using the Heatmap.

OKR Alignment Overview Stats - Provides high level insights on team objectives and key results (OKRs), highlighting a set of summary stats on OKR participation, alignment, progress, focus and result freshness. View these overview stats by various business leaders, specific teams, or to see an org-wide picture. This is a great way to see overall OKR performance, focus, and alignment by team.

OKR Adoption - Use this view to monitor team OKR participation by L2 Leaders. View by the business leader (direct report to the senior-most executive in the Org), team (working or functional) and individual users. This is a great way to see OKR program maturity.

Individual OKRs Adoption - Use this view to understand the adoption of individual objectives across team members. The report also highlights team OKR participation for a more comprehensive overview of goal alignment per team member. The report can be explored for an organization-wide view or narrowed down to specific leaders to identify trends and adoption gaps.
Quarter-over-Quarter Alignment - Use this view to analyze the percentage of Objectives aligned to another Objective. This is a great way to Improve your organization's OKR alignment and track changes over time. Aligned objectives achieve 7% higher progress than unaligned objectives (WorkBoard data 2021).
Results Responsibility Distribution - Use this view to identify if KR ownership is appropriately distributed within teams. KR ownership distribution is measured as % of team members that own at least 1 KR from their team OKRs. This is a great way to track identify if KR ownership is appropriately distributed across teams.
Quarter-over-Quarter KR Ownership Distribution - Use this view to identify if KR ownership is appropriately distributed within teams over time. KR ownership distribution is measured as % of team members that own at least 1 KR from their team OKRs. This is a great way to track identify if KR ownership is appropriately distributed across teams over time.

Adding Analytics Views to your Biz Review

You can access certain Analytics by adding them to your Biz Reviews! You will need to make sure that that a few things are true:

The report needs to be enabled for your organization
You will need to identify who can access the report in your organization
After this, individuals who can access a report are able to add a report to a Biz Review

The number of gates to access these reports is largely due to the sensitive nature of some of these reports - to help ensure that you can decide how and when to leverage them, and who should be able to access them. Please find the steps to enable a report here.

The steps below show you how to access and add a report that has already been shared with you:

In a Biz Review (that you have edit rights to) select the Pencil in the upper right-hand corner.
Select Add Content and select Analytics.
Choose any of the following Analytics Views to add to your Running Business Review.
Note: Resize Analytics Views as you would an image, Iframe or text box.
Scroll to the top and click Done Editing to save your Biz Review.

Note: You can also add Analytics Views to a specific Section within your Biz Review

How to Enable a Report for an Organization

An Org Admin can activate a new report in an organization.

Click the 9-square waffle menu in the upper left-hand corn and select Administrator Tools.
Under the Org Management section, select Biz Review Analytics.
Search and select specific users or teams to share the report with, or check the box to 'Make it available to everyone'.
Select Save to apply your changes.

Once an RME report is shared with a user, they'll be able to add it to an Analytics tray within a Biz Review.

Note: once a report is added to a Biz Review, anyone with access to that Biz Review can see the content. The reports are designed to give the results management office an overall picture of the company’s OKR program and directly empower them to drive the program.

Given the sensitivity of the information in some of these reports, it's important that you ensure you are exposing these reports to only individuals who should see results across the board.